Skip to main content

First Trust Intermediate Duration Preferred & Income Fund hedge fund holdings

FPFNYSE
$15.86+0.14 (+0.89%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FPF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-16.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252227$33M$15.5M103Aug 14, 2025
Q3 20253222$13.5M$23.2M113Nov 14, 2025
Q4 20253530$42.3M$10.2M110Feb 14, 2026
Q1 20263922$15.5M$5.97M113May 15, 2026
Q2 20263023$7.86M$3.67M110Aug 14, 2026

Quarterly action breakdown

Q2 2026
110 filers
New position
7
$1.15M+63.5K sh
Increased
23
$6.71M+369K sh
Reduced
16
-$2.75M-151K sh
Out / sold
7
-$926K-50.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Rareview Capital LLCAdded 45.10%+$780K$2.51M1.40%Jul 23, 2026
Hennion & Walsh Asset Management, Inc.Added 65.13%+$767K$1.95M0.06%Jul 8, 2026
Shaker Financial Services, LLCReduce 61.46%-$760K$476K0.15%Jul 15, 2026
Bramshill Investments, LLCNew Buy+$727K$727K0.06%Aug 14, 2026
Guggenheim Capital LLCReduce 46.12%-$414K$484K0.00%Aug 12, 2026
D.A. Davidson & Co.Added 8.99%+$386K$4.68M0.03%Jul 24, 2026
Mgo One Seven LLCReduce 3.52%-$250K$6.86M0.11%Jul 31, 2026
Gateway Wealth Partners, LLCSell 100%-$250K$00.00%Aug 4, 2026
Maridea Wealth Management LLCNew Buy+$206K$206K0.02%Aug 6, 2026
Independent Advisor AllianceSell 100%-$197K$00.00%Aug 12, 2026
SeaCrest Wealth Management, LLCAdded 29.95%+$138K$599K0.07%Jul 9, 2026
PFG Investments, LLCReduce 18.39%-$137K$610K0.02%Jul 23, 2026
Noble Wealth Management PBCAdded 9.65%+$132K$1.5M0.67%Jul 1, 2026
Gridiron Partners, LLCAdded 37.29%+$130K$479K0.25%Aug 5, 2026
Oppenheimer & Co IncReduce 9.69%-$118K$1.1M0.01%Aug 3, 2026
Wedbush Securities IncAdded 12.96%+$100K$873K0.02%Jul 28, 2026
Prospera Financial Services IncAdded 10.76%+$90.9K$935K0.01%Jul 15, 2026
Sit Investment Associates IncAdded 0.30%+$67.2K$22.1M0.42%Aug 12, 2026
First Bancorp, IncNew Buy+$62.9K$62.9K0.02%Aug 11, 2026
Consolidated Capital Management, LLCAdded 20.72%+$51.4K$300K0.08%Jul 27, 2026
Peak Planning Group, LLCAdded 0.70%+$50.8K$7.28M1.64%Aug 12, 2026
Baird Financial Group, Inc.Added 2.79%+$50.4K$1.86M0.00%Aug 12, 2026
Principal Securities, Inc.Reduce 3.20%-$40.9K$1.24M0.01%Aug 4, 2026
Ethos Financial Group, LLCAdded 5.57%+$35.9K$680K0.05%Aug 7, 2026
Morey & Quinn Wealth Partners, LLCReduce 10.82%-$29.1K$240K0.15%Jul 27, 2026
Kovack Advisors, Inc.Reduce 8.68%-$28.3K$298K0.01%Jul 29, 2026
Golden State Wealth Management, LLCSell 100%-$26.4K$00.00%Jul 22, 2026
&PartnersReduce 8.91%-$22.7K$232K0.00%Aug 14, 2026
Silver Oak Securities, IncorporatedReduce 6.60%-$18.2K$257K0.02%Aug 7, 2026
Spire Wealth ManagementReduce 11.82%-$18.2K$136K0.00%Jul 15, 2026
Onyx Bridge Wealth Group LLCAdded 1.37%+$16.9K$1.25M0.11%Jul 23, 2026
Magnus Financial Group LLCAdded 2.08%+$16.2K$796K0.06%Jul 9, 2026
Pine Valley Investments Ltd Liability CoReduce 1.79%-$12.7K$698K0.03%Jul 24, 2026
LifeSteps Financial, Inc.New Buy+$10.9K$10.9K0.01%Jul 17, 2026
Alessandra Capital Management, LLCReduce 1.37%-$10.4K$744K0.53%Jul 28, 2026
RDA Financial NetworkReduce 1.87%-$9.63K$504K0.11%Jul 6, 2026
Choreo, LLCReduce 3.99%-$9.36K$225K0.00%Aug 4, 2026
Integrity Alliance, LLC.Added 3.20%+$8.38K$270K0.01%Jul 31, 2026
Uhlmann Price Securities, LLCAdded 2.24%+$4.67K$213K0.01%Jul 24, 2026
Aspect Partners, LLCAdded 33.33%+$4.54K$18.2K0.01%Jul 16, 2026
Thomas J. Herzfeld Advisors, Inc.Added 12.66%+$4.05K$36.1K0.01%Aug 10, 2026
Ameriflex Group, Inc.Reduce 7.69%-$3.63K$43.6K0.02%Aug 14, 2026
Financial Gravity Companies, Inc.Sell 100%-$3.09K$00.00%Aug 5, 2026
Pinnacle Wealth Planning Services, Inc.Added 4.18%+$2.64K$65.7K0.01%Aug 7, 2026
First Financial CorpReduce 2.14%-$2.31K$105K0.04%Jul 7, 2026
EJMK Ventures LLCAdded 0.42%+$1.53K$368K0.17%Aug 6, 2026
WPG Advisers, LLCAdded 3.98%+$1.11K$29K0.02%Aug 6, 2026
Mosley Wealth ManagementAdded 4.53%+$618$14.2K0.00%Jul 23, 2026
Trust CoNew Buy+$200$2000.00%Jul 10, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.